Daily Morning Call
From the Floor: Strong data powers equities, hurts bonds – #SaxoStrats
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● Strong global data is driving positive Asian sentiment – Moltke-Leth
● PBoC sets weakest Yuan fix since mid-2008 at 6.9526 – Moltke-Leth
● China pushback against market may be theme ahead of Jan 28 New Year – Hardy
● Very high expectations for financials/materials drives FTSE 100 breakout – Garnry
● Big long oil positions are a big risk if Opec & Russia get caught cheating – Hansen
● Investment metals all rising despite rising yields and stronger dollar – Hansen
● Strong data over the last 24 hours see global yields rising across the curve – Boye
● At the money Put premiums on US equities very low for Feb and March – Larsen